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JPL Wealth Management’s Erie Indemnity ERIE Stock Holding History

JPL Wealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252 Buy
+1
New +$268 ﹤0.01% 1391
2025
Q4 		– Sell
-1
Closed -$319 – 427
2025
Q3 		$319 Buy
+1
New +$345 ﹤0.01% 1118

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JPL Wealth Management's ERIE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Erie Indemnity (ERIE) in Q1 2026: 1 share worth $252. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ERIE as recently as Q3 2025.

JPL Wealth Management first reported a position in ERIE in Q3 2025 and has held it in 2 quarters since. The position peaked at $319 in Q3 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • JPL Wealth Management held 1 share of Erie Indemnity worth $252 as of Q1 2026.
  • Erie Indemnity was a new JPL Wealth Management position in Q1 2026.
  • Erie Indemnity made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1391 holding.
  • JPL Wealth Management first reported a position in Erie Indemnity in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Erie Indemnity position peaked at $319 in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.